计算机行业重大事项点评 推荐（维持） 鸿蒙：生态技术双突破，自主底座能力再巩固 事项： ❑ 2025 年 11 月 14-16 日，于深圳举办的第二十七届中国国际高新技术成果交易 会（高交会）上，华为鸿蒙生态以独立展区形式全面亮相，系统展示了其在工 业、安平、医疗、金融等关键领域的创新应用成果。展会集中呈现了鸿蒙生态 以 OpenHarmony 开源项目为共同技术底座，汇聚 AI+分布式安防场景的安平 鸿蒙、具身智能+设备互联场景的工业鸿蒙、设备互联+AI 辅助诊断场景的医 疗鸿蒙、政务+产业协同场景的园区鸿蒙、中移智鸿开源底座场景家庭鸿蒙等 众多行业发行版。 证 券 研 究 报 告 评论： 行业研究 计算机 2025 年 11 月 18 日 华创证券研究所 证券分析师：吴鸣远 邮箱：wumingyuan@hcyjs.com 执业编号：S0360523040001 联系人：周楚薇 邮箱：zhouchuwei@hcyjs.com 行业基本数据 | | | 占比% | | --- | --- | --- | | 股票家数(只) | 338 | 0.04 | | 总市值(亿元) | 58,692.16 | 4.84 ...

Core Insights - Huawei's HarmonyOS 6 is set to be officially released on October 22, showcasing a new all-scenario interconnection architecture and upgrades to features like Star Flash connectivity and Xiao Yi [1] - The upcoming "Harmony Star Light Festival" on November 28 will highlight China's technological innovations [1] - Institutions are optimistic about the growth prospects of the HarmonyOS ecosystem, driven by increased market share in smart vehicles, advancements in the Harmony ecosystem, and significant technological leaps with HarmonyOS 6 [1] Group 1: Market Performance - HarmonyOS smart vehicle sales have shown impressive performance, with 41,300 units pre-ordered during the National Day holiday (up 44% year-on-year) and 52,900 units delivered in September, establishing a strong foundation for Q4 growth [4] - The high-end market advantage remains solid, with models like the Zun Jie S800 and AITO M9/M8 leading their segments, and plans to expand the product matrix by 2026 to cover the market below 200,000 [4] - The Ministry of Industry and Information Technology plans to implement strong standards for intelligent driving by 2027, with Huawei's leading capabilities in this area translating into market advantages for HarmonyOS vehicles [4] Group 2: Ecosystem Development - The Harmony ecosystem is advancing, with major internet applications fully adapted to Harmony and a growing number of mid-tail applications accelerating integration, leading to over 1 billion activated devices globally [5] - The Chinese operating system market is projected to reach 21.75 billion yuan in 2024, a 13.8% increase from the previous year, with expectations to reach 25 billion yuan in 2025 [5] Group 3: Technological Advancements - HarmonyOS 6 represents a significant technological leap, with a 30% improvement in system smoothness, 1.5GB reduction in memory usage, and nearly one hour of additional battery life [7] - The introduction of the Harmony intelligent agent framework allows developers to leverage edge AI computing for low-latency applications, enhancing the capabilities of intelligent agents [7] - The ecosystem now includes over 1.19 billion devices running HarmonyOS, with more than 7.2 million developers and over 50 pioneering intelligent agents in development [7] Group 4: Future Outlook - The maturity of the Harmony ecosystem and the launch of new products are expected to strengthen Huawei's leadership position in the global smart transformation [8] - Continuous attention is warranted on the commercialization of HarmonyOS for PCs, the AI computing industry chain, and the progress of vertical industry applications [8]

经济观察网10月17日，华为官方正式宣布，HarmonyOS6将于10月22日14:30举办特别发布会，此次系统 迭代围绕更好看、更好用、更智能、更安全、更丝滑五大核心方向展开升级。 ...